News & Press

U.S. Retirement Partners has selected Financial Independence Group (FIG), a national leader among financial services marketing companies for more than 30 years, as its Independent Marketing Organization for non-403(b) client sales, it was announced today. FIG, located in Cornelius, N.C., a suburb of Charlotte, will focus its efforts on supporting U.S. Retirement Partner Advisors for […]

U.S. Retirement Partners (USRP), a national network of 403(b) benefits providers, announced today that it has selected Forefield, Inc. to supplement the USRP website with timely financial content. Forefield is a leading provider of financial planning knowledge that enables financial institutions and Advisors to better serve customers. Forefield will supply presentation materials, newsletters and seminars […]

U.S. Retirement Partners is aware of the industry-wide concerns regarding the many service issues experienced in the current 403(b) environment as a result of recent regulatory changes. Two executives from U.S. Retirement Partners attended the 403(b) Compliance Resolution Summit which was hosted by the National Tax Sheltered Accounts Association (NTSAA), in Dallas, Texas, June 23–25. […]

U.S. Retirement Partners (USRP) has created an “Advisor Practice Development Toolkit,” which gives Advisors affiliated with USRP Partner firms access to a range of practical tools to help grow their practices in the 403(b) market. The Advisor Practice Development Toolkit is comprised of five core components: Compensation Modeling Territory Planning Business Planning Professional Development Weekly […]

U.S. Retirement Partners (USRP) has developed a “best practices” Advisor Development Program. This program will be made available to the USRP national network of 403(b) Partner firms and Advisors. The program provides USRP’s Partner firms with a set of simple, proven practical tools that are immediately deployable. The objectives of this program are to enhance […]

U.S. Retirement Partners (USRP) has launched its Advisor Education Website through the StoneRiver/RegEd portal. StoneRiver/RegEd is well-known for its financial services training courses and continuing education programs. USRP, in conjunction with StoneRiver/RegEd, now offers training via their web-based “classroom” to its entire national network of 403(b) Partner firms and Advisors. To supplement “field” training, the […]

U.S. Retirement Partners, a 403(b) benefits administrator, announced today that it has acquired a prominent Florida group to be part of its national network of providers serving the K-12 teacher market. It is the sixth group acquired by USRP. The latest group of acquisitions, JM & Associates, Michael A. Borgailo & Associates, Summerfield Financial, BRC […]

U.S. Retirement Partners (USRP), a 403(b) benefits administrator, announced today that it has acquired a prominent Utah company to be part of its national network of providers serving the K-12 teacher market. Financial Educational Systems Inc. (FES) is a Kaysville, Utah, full-service 403(b) business that was founded by Brent Hill in 1987. “FES is the […]

U.S. Retirement Partners (USRP), a 403(b) benefits provider, announced today that it has acquired a prominent Florida company to be part of its national network serving the educator market. The latest acquisition, BENCOR Inc., is a Sarasota, Florida specialist founded in 1990 by Corky Taylor, President and CEO and Hugh Bishop, General Counsel. BENCOR, Inc. […]

U.S. Retirement Partners, a national network of 403(b) benefits administrators, recently held its first meeting of principals to set priorities and share business highlights, such as the accumulation of $1.8 billion in assets under management and the building of an advisor group that already includes more than 175 professionals. “It was a terrific meeting. With […]